PIM
Penobscot Investment Management Portfolio holdings
AUM
$1.17B
1-Year Return
20.54%
This Quarter Return
+11.75%
1 Year Return
+20.54%
3 Year Return
+84.27%
5 Year Return
+129.69%
10 Year Return
+305.09%
AUM
$947M
AUM Growth
+$93.4M
(+11%)
Cap. Flow
+$14.7M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
30.14%
Holding
307
New
12
Increased
125
Reduced
101
Closed
9
Top Buys
| 1 |
NVIDIA
NVDA
|
$2.5M |
| 2 |
Amazon
AMZN
|
$1.16M |
| 3 |
Microsoft
MSFT
|
$1.14M |
| 4 |
Linde
LIN
|
$1.01M |
| 5 |
Deckers Outdoor
DECK
|
$897K |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
$1.15M |
| 2 |
Honeywell
HON
|
$942K |
| 3 |
S&P Global
SPGI
|
$804K |
| 4 |
American Tower
AMT
|
$771K |
| 5 |
Amgen
AMGN
|
$680K |
Sector Composition
| 1 | Technology | 27.62% |
| 2 | Financials | 13.49% |
| 3 | Healthcare | 13.38% |
| 4 | Industrials | 8.95% |
| 5 | Consumer Discretionary | 7.64% |
